Quarterly Outlook
Equity outlook: The high cost of global fragmentation for US portfolios
Charu Chanana
Chief Investment Strategist
Global Head of Macro Strategy
Summary: The US dollar has maintained a solid bid through a fairly significantly shift in the market tone to start the week – a strong showing. Overnight, the RBA was a snoozer, but AUD traders may simply be waiting for more colour on its guidance from Governor Lowe's speech tonight.